The New Playbook for Financial Planner Success (Ep. 39)

Aug 20, 2025

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What does it take to be a truly exceptional financial planner in today’s world?

In this episode, we sit down with Dennis Moore, Interim CEO and COO of the Financial Planning Association, and Ben Lewis, FPA’s Chief Communications Officer, to explore the newly launched FPA Competency Model designed to help financial planners strengthen the human side of their profession.

You’ll learn how interpersonal impact, leadership, and trust-building can transform the client relationship, elevate your professional brand, and set the stage for long-term success.

You’ll also hear how the FPA is marking its 25th anniversary with resources to help members connect with clients, grow their business, and guide the next generation of planners.

From understanding the six behavioral competencies to applying them in real-world client interactions, this conversation reveals practical ways to refine your communication, foster collaboration, and build credibility in a competitive market.

Dennis and Ben share:

What the new FPA Competency Model is and how to use it.
The six key behavioral competencies every planner needs.
How interpersonal impact strengthens client relationships.
Why leadership is vital for business development and branding.
The role of empathy in financial planning success.
How communication builds trust and client loyalty.
Ways to foster collaboration with clients and teams
How accountability improves professional credibility.
Why behavioral skills complement technical expertise.
How to use self-assessment tools for career growth.

Resources:

Connect with Dennis and Ben:

Connect with Kristin Harad: